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High Net Worth Investment Professional
2 weeks ago
We are seeking an experienced Investment Associate to join our team at Commonwealth Bank. The successful candidate will be responsible for providing exceptional service to high-net-worth individuals and assisting them with their investment needs.
About the Opportunity- This role is a key member of the Private Wealth Advantage team, responsible for delivering a consistent, positive client experience.
- The successful candidate will be responsible for establishing and cultivating trusting relationships with new and existing clients.
- They will also stay current with investment markets and effectively apply processes supporting the delivery of the self-directed offering.
- You will have 5+ years of work experience in a relevant role, preferably supporting HNW clients.
- You will possess strong knowledge of financial markets and the financial services industry.
- You will be detail-orientated with strong organisational skills and able to work in a fast-paced, evolving environment.
Our ideal candidate will have a proven track record of delivering exceptional results in a similar role. They will be highly motivated, enthusiastic and have excellent communication and interpersonal skills.
How to ApplyApply now if you meet the requirements and are looking for a challenging and rewarding career opportunity.
